Bryant Grimminger is a financial advisor at Orion Portfolio Solutions, LLC with the Series 65 designation and four years of industry experience. He has worked at Orion Portfolio Solutions and Orion Advisor Solutions since 2018 and previously held roles at Facts Nelnet Business Solutions and the University of Nebraska–Lincoln. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions, offering a range of services including strategist models, separately managed accounts, and technology-enabled custom indexing.

John Burke is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company for the past 10 years. Outside of his advisory role, he is involved in computer consulting through JPB Enterprises. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jamie Decarlo is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has held roles at Valorem Financial and Carson Group and has prior work experience in retail and corporate sectors including Target Corporation and Capri Holdings Limited. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios using model strategies supervised by an in-house Investment Committee and offers a range of services including financial planning, retirement plan solutions, and access to alternative investments.

Jacob Childers is a Series 65-licensed financial advisor at Orion Portfolio Solutions, LLC, with nine years of industry experience. He has been with Orion Portfolio Solutions since 2010, totaling 16 years at the firm. Orion Portfolio Solutions primarily serves independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors. The firm offers model-driven and managed-account solutions, sub-advisory and outsourced services, and supports a large client base with advanced technology platforms.

Kyle Hatch is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at CWM, LLC in Omaha, NE. His prior experience includes 15 years at TD Waterhouse Investor Services, Inc. Before joining CWM, he had a brief period outside the industry in 2021. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios governed by an in-house Investment Committee and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Christopher Allen is a CFP® with 10 years of industry experience, currently serving as an advisor at CWM, LLC and Carson Wealth since 2025. He previously worked at Total Wealth Planning, LLC for 11 years. Outside of his advisory role, Allen is the President of the Emerging Leaders Board at 1N5, a charitable organization where he organizes events and leads fundraising efforts. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of retirement and sub-advisory services with a focus on fiduciary processes and platform partnerships.

Thomas Latchford is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he serves as a poll worker for the Douglas County Election Commission. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm typically manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Sherry Tomasello is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 16 years of industry experience and has previously worked with firms including Elk River Wealth Management, Purshe Kaplan Sterling Investments, LPL Financial, Mutual of Omaha Bank, and U.S. Bancorp Investments. She is also an Operations Associate assisting new representatives at CWM, LLC dba Carson Partners and Carson Group Holdings. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of retirement plan services and customized investment solutions.

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been affiliated with Fortress Wealth Advisors since 2014 and joined Osaic Advisory Services in 2024. Webb also serves as a notary public, providing this service to his clients at no charge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory programs through multiple platforms and maintaining custody arrangements primarily with Schwab and Fidelity.

Dane Carlini is a financial advisor with Principal Financial Services in Elkhorn, NE, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at DC Retirement Strategies since 2021 and held roles at Principal Life Insurance Co and Principal Securities Inc since 2020, as well as prior experience at Wells Fargo Clearing and Wells Fargo Bank. In addition to advisory work, Carlini is involved as an agent for fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Synowicki is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has held roles at Cetera Wealth Services, LLC and LPL Financial, LLC, and serves as Director of Training at Carson Wealth Management, providing resources to enhance operational efficiencies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary processes and regular client reporting.

Stephanie Knapp is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Cetera Wealth Services, Securities America Advisors, and TD Ameritrade. She also serves as Director of Client Services at CWM, overseeing relationship managers and associates supporting Carson Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and incorporating multiple investment strategies and customization tools.

Paul Eiting is a financial advisor with TIAA-CREF in Omaha, NE, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services including model-based and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Matt Butler is a financial advisor at Mariner based in Omaha, NE. He holds a Series 65 designation and has experience working with several firms including Orion Advisor Technology and LifeLong Financial Solutions. Prior to his advisory roles, he worked at Colonial Life and the Nebraska Department of Education. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal investment committee and offers integrated tax, accounting, and financial wellness solutions.

Andrew Vonderfecht is a financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.

Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.

Kara Roloson is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining CWM, she worked at Dupaco Community Credit Union and has held roles in education and the automotive industry. She serves on the boards of two young professional organizations focused on networking and supporting local schools in the Cedar Rapids area. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using in-house and third-party strategies, offering a variety of retirement-plan services and emphasizing fiduciary oversight and comprehensive client reporting.

Braden Beiermann is a financial advisor at Orion Portfolio Solutions, LLC with a Series 65 designation and two years of industry experience. He previously worked at Sandhills Global and held roles at Wisconsin Lutheran College and Nebraska Lutheran before joining Orion. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors, offering model-driven and managed-account solutions supported by technology platforms. The firm manages approximately $64.8 billion in assets under administration and supports around 198 advisors with over 185,000 client relationships.

Brian Libby is a CFA® charterholder with 11 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital and Oppenheimerfunds. His background includes positions at Orion Advisor Technology and Brinker Capital Investments. Orion Portfolio Solutions serves independent investment advisory firms, retirement plans, charitable organizations, and corporate sponsors by offering model-driven and managed-account solutions, including separately managed accounts and a technology-enabled custom indexing platform. The firm supports a large client base with a focus on portfolio management and integrated platform services.

Kevin Von Seggern is a financial advisor at Orion Portfolio Solutions, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brinker Capital Securities and FBL Financial Group. Outside of his advisory work, he assists with seasonal labor on a family farm. Orion Portfolio Solutions serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and institutional sponsors. The firm centers on model-driven and managed-account solutions, supporting a large client base with a focus on portfolio management and platform services.